著者紹介を⾒る
I’m a social worker turned financial planner who uses both skill sets to help folks prepare for the mental, social, and physical, as well as the financial aspects of retirement. I’ve written a book, The Naked Retirement, run a website and webinars through the RetirementProject.org, and help investors navigate the rocky waters of Wall Street as a fee-based registered investment advisor, at SYNERGOS Financial Group.